Sales Rep Daily Bundle
for P21
Sales Rep Daily Bundle for P21
Improve territory management with daily actionable insights
MITS Distributor Analytics’ Sales Rep Daily Bundle gives your sales team the daily insights they need to
better understand and manage their territory. This bundle makes it easy for your sales reps to see if they
are on target for meeting bookings, invoicing, and gross profit goals, and to identify and prioritize the
activities that will help them achieve their targets.
The Sales Rep Daily Bundle includes two new scorecards (Daily Sales Rep, Daily Customer) and three
new supporting modules (Open Quotes, Open Orders, Bookings).*
*Bundle Requirements: You must be on Discover 10.0.2 (or above) and have MITS standard Sales Analysis Module
installed in order to use the Sales Rep Daily Bundle. While the standard Accounts Receivable Analysis Module is not required,
if you do not have it you will not see the AR sections on the two scorecards that come with this Bundle.
KEY QUESTIONS
ANSWERED
• Are my bookings and
invoicing on track for the
month, and how does this
compare to my 12-month
invoicing average?
• Which customers have the
highest open quote value—
and associated gross profit
percentage?
• How are my big accounts
doing, and which accounts
do I need to be concerned
about?
• How should I prioritize my
calls and activities for today?
888.700.6487
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KEY QUESTIONS
ANSWERED
• What do bookings and
invoicing look like month-todate (MTD) for this customer,
and how does that compare
to their 12-month invoicing
averages?
• How do sales and
associated gross profit
percentage look for their top
product groups MTD versus
the prior 12 months?
• Which products did they buy
at this same time last year
that they are not buying this
month?
OPEN QUOTES MODULE
This module captures orders that have been quoted but not yet booked.
Drill-Downs
Columns
▪▪ Bill To Customer
▪▪ Contact
▪▪ Customer Class
▪▪ Location
▪▪ Order Taker
▪▪ Product
▪▪ Product Group
▪▪ Sales Rep
▪▪ Ship To Customer
▪▪ Supplier
▪▪ Average Days Open/Line
▪▪ Average Open Profit/Line
▪▪ Average Value/Line
▪▪ Line Count
▪▪ Open Line, Commission, or Other Cost
▪▪ Open Cost
▪▪ Open Profit
▪▪ Open Profit Line, Commission, or Other Cost
▪▪ Open Profit Percentage
▪▪ Open Profit Percentage Line, Commission, or Other Cost
▪▪ Open Value
▪▪ Units Open
888.700.6487
n
mits.com
@MITSDistributor
2
OPEN ORDERS MODULE
This module captures orders that have been booked and not yet fulfilled.
Drill-Downs
Columns
▪▪ Bill To Customer
▪▪ Customer Class
▪▪ Disposition
▪▪ Location
▪▪ Order Number
▪▪ Order Taker
▪▪ Product
▪▪ Product Group
▪▪ Sales Rep
▪▪ Ship To Customer
▪▪ Supplier
▪▪ Average Days Open/Line
▪▪ Average Open Profit/Line
▪▪ Average Open Value/Line
▪▪ Line Count
▪▪ Open Line, Commission, or Other Cost
▪▪ Open Cost
▪▪ Open Profit
▪▪ Open Profit Line, Commission, or Other Cost
▪▪ Open Profit Percentage
▪▪ Open Profit Percentage Line, Commission, or Other Cost
▪▪ Open Value
▪▪ Order Count per Customer
▪▪ Units Open
BOOKINGS MODULE
This module captures orders that have been booked but not yet invoiced. It includes 300+ Reports and
the Bookings Dashboard.
Drill-Downs
Columns
▪▪ Bill To Customer
▪▪ Customer Class
▪▪ Disposition
▪▪ Order Taker
▪▪ Product
▪▪ Product Group
▪▪ Sales Location
▪▪ Sales Rep
▪▪ Ship To Customer
▪▪ Supplier
▪▪ Average Profit/Line
▪▪ Average Value/Line
▪▪ Bookings
▪▪ Cost
▪▪ Cost Line, Commission, or Other
▪▪ Line Count
▪▪ Profit
▪▪ Profit Line, Commission, or Other Cost
▪▪ Profit Percentage
▪▪ Profit Percentage Line, Commission, or Other Cost
▪▪ Units Ordered
About MITS
MITS helps hundreds of distributors and manufacturers leverage the data in their ERP and other
business systems to make better decisions, every day and at every level of their organization.
Established in 1996, MITS’ interactive reporting and business intelligence software combines
industry best practices with the flexibility to meet the unique needs of every customer. From
standard to custom reports, dashboards and scorecards, MITS drives sales growth, profitability,
and operational efficiency for competitive advantage.
MITS
801 Second Avenue, Suite 1210
Seattle, WA 98104
Main 206.789.8313
Toll-Free 888.700.6487
Fax 206.782.8045
[email protected]
mits.com
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